Burfield FP are really very good 10/10 ✅

Burfield Financial Planning and specifically our personal advisor David Parker has been fantastic. We have been with them for quite a few years and they are always available for advise , the annual review is so useful and important and has enabled us to have a financial plan for our retirement, which is looming . I would highly recommend!

Burfield have been looking after my wife and myself for several years and after we both took early retirement a 4 years ago have reassured us through zoom meetings and visits to the office that we have done the right thing even though the markets have been a little volatile in the last few of years. I'm totally satisfied with the service from Burfield and especially David Parker. Always nice to chat with Dave and we have built up a good relationship with him.

I have been a customer for over 9 years and continue to experience complete satisfaction with the highly professional, yet highly personal service, previously from Chris, now from Ashley and his team. Burfield has successfully placed my pension and ISA investments and continues to monitor performance to ensure maximum returns. Any query I may have is usually dealt with inside 24 hours. I have full confidence that my investments are in safe, professional care maximising the returns for my long-term benefit. I have recommended Burfield to many friends and ex-colleagues and they too have experienced the same levels of service and professionalism. The staff are all very personable and always friendly and professional. Demonstrating that nothing is too much trouble really makes a difference and makes Burfield stand out as a champion of customer service. Things have moved on in our lives and Ashley has given us fully supported and revised advice to take us forward into the next phase. This includes the now, very relevant, potential incoming Inheritance Tax legislation. Further down the line, considerations are already in place to smooth the transition to State Pension. We look forward to a continued positive relationship. Thank-you once again for another year of great support and advice.

Burfield provide a great service that more than meets my expectations

Very friendly and professional.